Leanne Infante
Financial Planning Consultant DipPFS in Surrey
A little bit about Leanne
As a financial planner, I am really passionate about helping people create the life and future they desire. To do this, I start by understanding your needs and motivations. This allows us to plan your journey, set specific goals and create a framework that is tailored to you. I have achieved the CII Level 4 Diploma in Regulated Financial Planning so you can be reassured that I am fully qualified and authorised by the FCA. I am also a qualified member of the Personal Finance Society which means I am committed to continue developing my skills and therefore, my services to you.
Start the conversation
Get in touch if you’d like to discuss how I can help you with windfalls and lump sums.
Contact me today
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Location
Leanne Infante's location
Leanne is located in Aldershot and offers expert financial advice to suit your needs.
I also offer services in the following areas:
I also offer services in the following areas:
- Surrey
- Hampshire
- Berkshire
More about me
It might be life changes that come with uncertainty, family planning or looking ahead to help shape retirement. I work across all areas and focus on you as an individual to help meet your needs and goals. My aim is to create strong, long-term relationships that pass through generations, helping families to create a legacy for years to come.
Outside of financial services, you will find me keeping active through Rugby and CrossFit. A challenge is something I crave, so who knows what is next on my list. I also love spending time at home with my husband and dog, Tess.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.